Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.
Showing 26 of 357 synchronized guides.
Introduction Core Concepts & Data Flow The mental model behind Safekeep: one asset record at the center, a small catalog of master data that shapes it, an endorsement lifecycle…
Catalog & Setup Custom Fields & Fieldsets Custom Fields let you record data ERPat's built-in asset form doesn't have a box for — serial-adjacent details like IMEI, MAC address, OS…
ERPat Assets (IT Asset Management) — Implementation & Improvement Plan Status: Research complete · module audited · Phase 0 in progress. Target: A Snipe-IT-class IT Asset…
Process & Reference FAQ & Troubleshooting The questions IT admins, custodians, and employees ask most often about the Assets (Safekeep) module — with the exact on-screen messages…
Introduction Getting Started Enable the Assets module, let the migrations build and seed the catalog, grant the right people access, and switch on the reminder crons — then…
Reference Glossary & Legends The reference page for the Assets (Safekeep) module: every term you will meet in the screens and in this guide, plus the exact status vocabularies…